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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,511 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,383 | $101,672-43.6% | $147,117-61.0% | $74,478-23.0% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | 23.08% | 8757.83%-8734.7pp | 420.54%-397.5pp | 1370.56%-1347.5pp |
| Employer contribution / active EE | $5,022 | $3,813+31.7% | $4,932+1.8% | $2,626+91.2% |
| Participant deferral / active EE | $10,122 | $7,305+38.6% | $8,065+25.5% | $4,350+132.7% |
| Admin fee / account holder | $177 | $1,753-89.9% | $12,993-98.6% | $1,946-90.9% |